We are excited for the opportunity to serve you and continue building your health savings. Beginning in January, you will start receiving the world-class service for which HealthEquity is recognized. Below is a detailed timeline of the transition:
| Week of December 28, 2020: | A new HealthEquity® Visa® Health Account Card1 and welcome kit will be arriving in your mailbox, allowing you to access the HealthEquity Member Portal. |
| December 31, 2020: | Last day to make contributions to your United Bank HSA. |
| January 4, 2021: | All contributions should be directed to your new HealthEquity HSA. |
| January 20, 2021: | Last day for you to transfer funds to your investment account, make trades or liquidate investments on your own. |
| January 22, 2021: | Last day for you to use your United Bank HSA debit card, request distributions from your United Bank HSA, or submit an HSA transfer request form. |
| January 25, 2021: | Investments in your United Bank HSA will be liquidated to cash. |
| January 28, 2021: | Account balances are transferred to your HealthEquity HSA. |
| January 29, 2021: | Your funds will be available at HealthEquity, including your liquidated investment funds. Starting on this date, you will be able to invest in the mutual funds that are available on HealthEquity’s platform. |
Learn more
Attend a free webinar
Join us for 30-minute webinars on a variety of topics including HSA basics, investing and an overview of the HealthEquity member portal.
Transitional communications
Experience our world-class customer support for yourself. Contact us:
844.355.0150
1 The HealthEquity© Visa© Health Account Card is issued by The Bancorp Bank; member FDIC pursuant to a license from Visa U.S.A. Inc. Your card can be used everywhere Visa debit cards are accepted for qualified expenses. This card cannot be used at ATMs and you cannot get cash back, and cannot be used at gas stations, restaurants, or other establishments not health related. See Cardholder Agreement for complete usage restrictions.
2Investments available to HSA holders are subject to risk, including the possible loss of the principal invested and are not FDIC insured or guaranteed by HealthEquity, Inc.. HealthEquity, Inc. does not provide financial advice. HealthEquity Advisors, LLC™, a wholly owned subsidiary of HealthEquity, Inc. and an SEC registered investment adviser, does provide web-based investment advice to HSA holders that subscribe for its services (minimum thresholds and additional fees apply). HealthEquity Advisors, LLC also selects the mutual funds offered to HSA holders through the HealthEquity, Inc. platform. Registration does not imply endorsement by any state or agency and does not imply a level of skill, education, or training. HSA holders making investments should review the applicable fund’s prospectus. Investment options and thresholds may vary and are subject to change. Consult your advisor or the IRS with any questions regarding investments or on filing your tax return.
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